13F Insight
DOSSIER · 13F Holders · Q2 2026
FCOR

FIDELITY MERRIMACK STR TR

75 institutions still hold FIDELITY MERRIMACK STR TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 316188101·75 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$113M
visible holders
Holders
75
filers reporting
Concentration
12.47%
Kestra Advisory Services, LLC #1
top holder share
AI Holders Summary · Q2 2026

75 institutions reported FCOR in Q2 2026. Kestra Advisory Services, LLC leads at 12.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Kestra Advisory Services, LLC
CIK 0001830819
$14M297K0.05%Q2 202602
OneDigital Investment Advisors LLC
CIK 0001690370
$13M267K0.11%Q2 202603
Cetera Investment Advisers
CIK 0001666741
$11M236K0.01%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$10M208K0.00%Q2 202605
Jaffetilchin Investment Partners, LLC
CIK 0001404652
$9M193K0.54%Q1 202606
Salus Financial Advisors, LLC
CIK 0002056601
$8M167K3.87%Q2 202607
RWA WEALTH PARTNERS, LLC
CIK 0001544576
$7M147K0.07%Q2 202608
One Capital Management, LLC
CIK 0001606588
$5M114K0.15%Q1 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$5M99K0.00%Q1 202610
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$4M87K0.01%Q2 202611
MORGAN STANLEY
CIK 0000895421
$4M86K0.00%Q1 202612
Lakeshore Capital Group, Inc.
CIK 0002057465
$4M76K2.66%Q2 202613
LPL Financial LLC
CIK 0001403438
$3M67K0.00%Q2 202614
BANK OF AMERICA CORP /DE/
CIK 0000070858
$3M60K0.00%Q1 202615
JPMORGAN CHASE & CO
CIK 0000019617
$3M55K0.00%Q1 202616
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M54K0.00%Q1 202617
Millington Financial Advisors, LLC
CIK 0001924615
$2M52K0.96%Q2 202618
ARWA LLC
CIK 0002113621
$2M46K0.89%Q2 202619
ISLAY CAPITAL MANAGEMENT, LLC
CIK 0001738560
$2M40K0.95%Q1 202620
Valmark Advisers, Inc.
CIK 0001380443
$2M40K0.02%Q2 2026
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